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    MemberSource Credit Union

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      • Personal Loans – Maybe you want to finance a vacation, holiday or back to school expenses. We can do that! Or, maybe you prefer a line of credit for quick and easy access to extra funds whenever you need it. No matter which you choose, MemberSource is your source for loans. Apply today.
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      • Visa Credit Card – Get the buying power and convenience of a Visa® credit card from MemberSource. We offer Platinum, Gold and Classic cards with non-variable rates. Transfer a balance from a higher rate card to save money and there is no balance transfer fee. Apply now.
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  • MEMBERS Financial Services

    MEMBERS Financial Services      

    The MEMBERS Financial Services program is offered through LPL Financial, a broker/dealer focused on serving credit union members. For more information, please visit LPL Financial.

    Take charge of your investments with MEMBERS Financial Services personal financial management program. MEMBERS Financial Services offers:

    • Retirement Planning
    • Retirement Investments
    • 401K and IRA rollovers
    • Investing Funds for Higher Education
    • Fixed and Variable Annuities
    • Life Insurance
    • Long-Term Care Insurance

    MEMBERS Financial Services is a financial management service that is located at MemberSource Credit Union. It helps members organize their investment and insurance needs and plan for the future. Its major objective is to show members how to use their financial potential to work toward their future goals. Initial consultations are offered at no cost.

    Cathy McLarty is the MEMBERS Financial Services Advisor serving the members of MemberSource Credit Union. She is available to meet with you to take a logical and educational approach to providing you with ongoing financial investment service.

    For most people, achieving and maintaining financial security is a lifetime pursuit that involves planning, preparation, performance and follow-up at all three stages in the financial life cycle:

    Protecting Assets

    The first priority is protecting what you have through appropriate insurance protection plans for individual, family or business needs.

    Increasing Net Worth

    Next is expanding your financial resources through diversified investment programs depending on your personal goals.

    Managing Accumulations

    Timely, effective management of accumulations including recommendations on tax-advantaged investing**, transfers of assets and estate planning are essential to the goal of lifetime financial security.

    Account Information

    To get information about your account, obtain a copy of your statements and confirmations or get the latest information on markets, quotes, and financial news, access LPL AccountView.

     

    Account information is also available by calling 1.800.558.7567.

     

    Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or licensed affiliates. MemberSource Credit Union and MEMBERS Financial Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of MemberSource Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, MemberSource Credit Union or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:

    LPL Financial bold disclosureThe LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

    Learn more about the full array of financial services enjoyed by MSCU members

    CONTACT US
    Home >> Accounts >> MEMBERS Financial Services
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    713-627-4000
    10100 Richmond Ave.
    Houston, Texas 77042
    Routing/Transit No: 313084904

    MemberSource Credit Union is committed to serving all persons within its field of membership, including those with disabilities. We strive to make not only our physical branches accessible, but also to conform to WCAG 2.0 guidelines for website accessibility. Our efforts are ongoing including frequent testing and updates to improve accessibility. Should you have any problems accessing our branches or website, please call us at 713.627.4000 so we may promptly assist you and remedy any accessibility concerns.

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